CFD
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Creative Financial Designs’s Invesco Financial Preferred ETF PGF Stock Holding History

Creative Financial Designs’s Portfolio PGF Stock Details PGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,305
Closed -$25K – 1432
2021
Q1 		$25K Buy
+1,305
New +$24.5K ﹤0.01% 728

Other funds holding PGF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's PGF Position: Q2 2021 in Review

Creative Financial Designs sold out of Invesco Financial Preferred ETF (PGF) in Q2 2021, closing a stake of 1,305 shares — an estimated $25K sold.

Creative Financial Designs first reported a position in PGF in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 205 funds tracked by Wall St. Rank hold PGF as of Q2 2021.

  • Creative Financial Designs reported no remaining Invesco Financial Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • Creative Financial Designs sold 1,305 Invesco Financial Preferred ETF shares in Q2 2021, an estimated $25K.
  • Creative Financial Designs first reported a position in Invesco Financial Preferred ETF in Q1 2021 and held it in 1 quarter.
  • Creative Financial Designs's Invesco Financial Preferred ETF position peaked at $25K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Financial Preferred ETF as of Q2 2021.

Based on Creative Financial Designs's 13F filing for Q2 2021, filed 27 Jul 2021.